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Kohler McGuire Inc
Distance: 2.8 Mi1925 Street Road
19020 Bensalem -
Payroll Service Solutions LLC
Distance: 3.4 Mi7733 Frankford Ave
19136 Philadelphia -
Independent Tax & Financial Planners, PC
Distance: 10.0 Mi130 Buck Rd Ste 101 Holland
18966 Southampton -
Luft & Company, P.C.
Distance: 9.0 Mi301 Davisville Rd
19090 Willow Grove -
Woldoff Associates Ltd.
Distance: 11.4 Mi301 Oxford Valley Rd
19067 Yardley
Website Links
Description
Services • Tax Planning and Preparation We will prepare all of your tax returns to assure that you are paying no more tax than is necessary. Throughout the year we will monitor tax law revisions and discuss with you those changes that affect you. We will recommend tax-saving strategies and serve as your advocate in tax matters. • Investment Review Your investment program will be reviewed periodically to be sure you are achieving the maximum return with no more risk then you want. As you consider new investment opportunities, we will act as your sounding board and advisor. • Financial and Estate Planning Increasing your net worth is an easier task with the help of a financial advisor. We offer a total financial and estate planning program including an analysis of your net worth, investment review, family gifting, trust, retirement planning and family business transfers. • Recordkeeping and Reports If you're in business and need recordkeeping and accounting systems, we can design them to fit your needs. We can prepare or assist you in preparing payroll reports, journals, and general ledgers. We can assist you with your other financial recordkeeping and reporting requirements so that the red tape in your life is minimized. • Business Problem Solving If you are starting a business, we can help you select the proper organizational structure and secure adequate financing. We will work with you and your other advisors to solve your business problems. You will receive assistance with loan applications, pricing, credit policies, cash flow, cost controls, and your other business needs. If you need financial statements, we can prepare compilation, review or audited statements. Even more important than the preparation of these statements is the assistance we can give you in using the statements to manage your business more effectively and profitably. • You'll Benefit From Our Experience in Other Areas, Too.